Global Finance The Yuan’s Quiet Comeback Ahead of the Trump-Xi Summit Ron Welsh11 mins0 The yuan is quietly strengthening toward 6.70 per dollar ahead of the September 24 Trump-Xi summit, even…continue reading..September 27, 2026September 18, 2026
Equity Analysis Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else Ron Welsh12 mins0 AI-exposed chip stocks gained this week even as the broader market fell, while Intel and AMD's traditional…continue reading..September 26, 2026September 17, 2026
Data & Analytics The Big Data Market Hits $151.89 Billion as Agentic AI Redefines Business Intelligence Ron Welsh12 mins0 The big data and analytics market hit $151.89 billion in 2026, heading toward $249 billion by 2030,…continue reading..September 26, 2026September 17, 2026
Investment Strategies How to Think About Portfolio Positioning When a Fed Hike Is Already Priced In Ron Welsh11 mins0 With a Fed hike priced at over 90% odds, positioning gets tricky — much of the move…continue reading..September 25, 2026September 16, 2026
Global Finance The Fed and Bank of Japan Are on a Collision Course This Week Ron Welsh12 mins1 The Fed and Bank of Japan are both expected to raise rates within days of each other…continue reading..September 25, 2026September 15, 2026
Equity Analysis Corporate Insiders Are Selling at a Near-Record Pace — And Tech Executives Are Leading the Exit Ron Welsh13 mins0 Corporate insiders sold $77.6 billion in stock in H1 2026, the second-fastest pace in 20 years —…continue reading..September 24, 2026September 14, 2026
Data & Analytics Data Agents Are the New Dashboards: Inside 2026’s Shift to Autonomous Analytics Ron Welsh13 mins0 Static dashboards are losing ground to autonomous "data agents" that investigate anomalies and act before a human…continue reading..September 24, 2026September 10, 2026
Investment Strategies Dividend Growth vs. High Yield: What Morningstar’s 2026 Data Shows Is Actually Working Ron Welsh12 mins0 High-yield dividend funds beat dividend-growth strategies in H1 2026, led by a small-cap fund's 22.7% gain. Here's…continue reading..September 23, 2026September 9, 2026
Investment Strategies Is the 60/40 Portfolio Still Relevant in 2026? What the Data Actually Shows Ron Welsh12 mins0 The 60/40 portfolio crashed 17.5% in 2022 but has since rebounded roughly 15% a year. Here's what…continue reading..September 23, 2026September 9, 2026
Global Finance Japan’s Bond Market Awakens: Yields Hit 30-Year Highs as Investors Pull Capital Home Ron Welsh11 mins0 Japan's 10-year bond yield hit 2.93% in August 2026, the highest since 1996, as Japanese investors repatriate…continue reading..September 22, 2026September 9, 2026